Pathstone Email Format

Financial ServicesNew Jersey, United States501-1000 Employees

Pathstone is an investment and wealth advisory firm that serves individuals and families of significant wealth, as well as family offices and institutions. The firm provides investment advisory, wealth and legacy planning, professional services, and lifestyle management, all delivered in-house and coordinated into a highly personalized client experience. Its approach relies on deep expertise across multiple disciplines tailored to each client’s unique circumstances. Based in Englewood, New Jersey, Pathstone operates as a sizable presence within the financial services industry, serving a broad client base. The firm emphasizes a holistic model that integrates planning with ongoing investment oversight.

In 2026, Pathstone broadened its Philadelphia presence by bringing Crestone Capital LLC into the firm, with subsequent integration of Mill Creek Capital Advisors, reflecting ongoing growth through strategic partnerships in the wealth management sector.

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